13F 机构持仓

Quest 10 Wealth Builders, Inc.

Fuquay-Varina VA · SEC CIK 0002035215

2026Q22026Q1 更早 9 个季度 🔒
$1.14亿2026Q1 申报市值
761持仓数
32.9%前十大占比 · 第一大 6.0%
75 / 100新建仓 / 清仓
申报市值走势$1.29亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VOO 6.0%
IVV 4.4%
VUG 3.7%
VTV 3.5%
IWY 2.9%
IYW 2.9%
GLD 2.8%
CAPITOL SER TR 2.6%
IJR 2.4%
IWX 1.8%

2026Q1 买入最多 按季末市值估算

SCEP 新建仓+$197.72万
SCMC 新建仓+$151.94万
VGIT 加仓+$44.74万
AAPL 加仓+$39.20万
MSFT 加仓+$35.87万

2026Q1 卖出最多 按季末市值估算

VGSH 减仓-$80.93万
ELEVATION SERIES 减仓-$45.57万
ICLO 减仓-$40.61万
VYM 减仓-$36.23万
DIV 减仓-$31.66万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▼占比股数变动股数变动估算买卖额操作
FIXD FIRST TR EXCHNG TRADED FD VI $2.65万0.02%608 -42-6.5% -$1,831 减仓
DAL DELTA AIR LINES INC $2.65万0.02%398 174.5% $1,130 加仓
CSX CSX CORP $2.64万0.02%642 354122.9% $1.45万 加仓
SPEM SPDR INDEX SHS FDS $2.63万0.02%560 6212.4% $2,908 加仓
BSV VANGUARD BD INDEX FDS $2.56万0.02%327 00.0% — 不变
ICE INTERCONTINENTAL EXCHANGE IN $2.56万0.02%163 7381.1% $1.15万 加仓
VNQ VANGUARD INDEX FDS $2.56万0.02%289 -84-22.5% -$7,451 减仓
BIL SPDR SERIES TRUST $2.49万0.02%272 -41-13.1% -$3,757 减仓
PKG PACKAGING CORP AMER $2.48万0.02%117 00.0% — 不变
ADBE ADOBE INC $2.46万0.02%101 -30-22.9% -$7,292 减仓
SPLV INVESCO EXCH TRADED FD TR II $2.45万0.02%335 335— $2.45万 新建仓
FXH FIRST TR EXCHANGE-TRADED FD $2.45万0.02%223 00.0% — 不变
ENB ENBRIDGE INC $2.43万0.02%448 -1-0.2% -$54 减仓
AVY AVERY DENNISON CORP $2.42万0.02%140 00.0% — 不变
NUE NUCOR CORP $2.40万0.02%142 00.0% — 不变
VWO VANGUARD INTL EQUITY INDEX F $2.35万0.02%435 00.0% — 不变
SKOR FLEXSHARES TR $2.32万0.02%477 4572,285.0% $2.22万 加仓
SPBO SPDR SERIES TRUST $2.31万0.02%797 7702,851.9% $2.24万 加仓
LIN LINDE PLC $2.31万0.02%47 1967.9% $9,351 加仓
O REALTY INCOME CORP $2.31万0.02%377 -16-4.1% -$979 减仓
SMH VANECK ETF TRUST $2.30万0.02%60 00.0% — 不变
SPYG SPDR SERIES TRUST $2.27万0.02%232 -163-41.3% -$1.60万 减仓
BOND PIMCO ETF TR $2.27万0.02%246 00.0% — 不变
JEPI J P MORGAN EXCHANGE TRADED F $2.27万0.02%400 00.0% — 不变
PPA INVESCO EXCHANGE TRADED FD T $2.24万0.02%135 00.0% — 不变
FDL FIRST TR EXCHANGE-TRADED FD $2.23万0.02%439 439— $2.23万 新建仓
FDT FIRST TR EXCH TRD ALPHDX FD $2.21万0.02%254 -38-13.0% -$3,303 减仓
CARY ANGEL OAK FUNDS TRUST $2.20万0.02%1,058 00.0% — 不变
ALL ALLSTATE CORP $2.20万0.02%106 77265.5% $1.60万 加仓
ARCC ARES CAPITAL CORP $2.19万0.02%1,217 00.0% — 不变
SWKS SKYWORKS SOLUTIONS INC $2.18万0.02%408 -4-1.0% -$214 减仓
ILTB ISHARES TR $2.17万0.02%444 4081,133.3% $2.00万 加仓
CRM SALESFORCE INC $2.17万0.02%116 5075.8% $9,334 加仓
PEP PEPSICO INC $2.11万0.02%136 00.0% — 不变
— SIMPLIFY EXCHANGE TRADED FUN $2.11万0.02%580 -18-3.0% -$655 减仓
ADI ANALOG DEVICES INC $2.11万0.02%66 58.2% $1,597 加仓
DOV DOVER CORP $2.11万0.02%101 70225.8% $1.46万 加仓
IP INTERNATIONAL PAPER CO $2.10万0.02%587 -6-1.0% -$214 减仓
IEFA ISHARES TR $2.08万0.02%230 -205-47.1% -$1.86万 减仓
XEL XCEL ENERGY INC $2.07万0.02%261 2461,640.0% $1.95万 加仓
ROUS LATTICE STRATEGIES TR $2.07万0.02%350 00.0% — 不变
SRE SEMPRA $2.06万0.02%212 138186.5% $1.34万 加仓
LMBS FIRST TR EXCHANGE-TRADED FD $2.06万0.02%413 -29-6.6% -$1,445 减仓
IWO ISHARES TR $2.06万0.02%66 915.8% $2,805 加仓
JNK SPDR SERIES TRUST $2.05万0.02%214 52.4% $479 加仓
LMUB ISHARES TR $2.05万0.02%410 410— $2.05万 新建仓
IQV IQVIA HLDGS INC $2.05万0.02%120 00.0% — 不变
MDLZ MONDELEZ INTL INC $2.05万0.02%355 113.2% $634 加仓
IMCG ISHARES TR $2.03万0.02%258 -5-1.9% -$394 减仓
MGK VANGUARD WORLD FD $2.02万0.02%55 00.0% — 不变
HGER HARBOR ETF TRUST $2.02万0.02%650 650— $2.02万 新建仓
FSIG FIRST TR EXCHANGE-TRADED FD $2.00万0.02%1,058 -34-3.1% -$644 减仓
ETN EATON CORP PLC $2.00万0.02%56 -22-28.2% -$7,869 减仓
WM WASTE MGMT INC DEL $2.00万0.02%87 -2-2.2% -$460 减仓
— PIMCO ETF TR $2.00万0.02%424 424— $2.00万 新建仓
— SIMPLIFY EXCHANGE TRADED FUN $1.99万0.02%505 -15-2.9% -$592 减仓
— ELEVATION SERIES TRUST $1.99万0.02%824 824— $1.99万 新建仓
XONE BONDBLOXX ETF TRUST $1.99万0.02%401 17073.6% $8,419 加仓
SCHX SCHWAB STRATEGIC TR $1.98万0.02%773 -26-3.3% -$667 减仓
FVD FIRST TR EXCHANGE-TRADED FD $1.98万0.02%420 -51-10.8% -$2,399 减仓
ETR ENTERGY CORP NEW $1.96万0.02%174 7575.8% $8,427 加仓
ESGU ISHARES TR $1.88万0.02%133 -4-2.9% -$566 减仓
VBK VANGUARD INDEX FDS $1.87万0.02%62 00.0% — 不变
CNP CENTERPOINT ENERGY INC $1.86万0.02%432 00.0% — 不变
FTCS FIRST TR EXCHANGE-TRADED FD $1.86万0.02%200 00.0% — 不变
NFLX NETFLIX INC. $1.85万0.02%193 170739.1% $1.63万 加仓
MET METLIFE INC $1.85万0.02%262 239.6% $1,627 加仓
GWX SPDR INDEX SHS FDS $1.85万0.02%437 -19-4.2% -$802 减仓
SPHQ INVESCO EXCHANGE TRADED FD T $1.84万0.02%245 245— $1.84万 新建仓
— SIMPLIFY EXCHANGE TRADED FUN $1.83万0.02%415 -13-3.0% -$574 减仓
XLY SELECT SECTOR SPDR TR $1.83万0.02%168 00.0% — 不变
STWD STARWOOD PPTY TR INC $1.80万0.02%1,048 -3-0.3% -$52 减仓
BPRE BLUEROCK PVT REAL ESTATE FD $1.79万0.02%1,077 00.0% — 不变
— ELEVATION SERIES TRUST $1.76万0.02%860 860— $1.76万 新建仓
NRG NRG ENERGY INC $1.75万0.02%120 00.0% — 不变
FIDU FIDELITY COVINGTON TRUST $1.74万0.02%201 201— $1.74万 新建仓
AMAT APPLIED MATLS INC $1.71万0.01%50 25100.0% $8,530 加仓
DBMF LITMAN GREGORY FDS TR $1.63万0.01%542 -27-4.7% -$814 减仓
FNF FIDELITY NATL FINL INC $1.62万0.01%350 -23-6.2% -$1,067 减仓
STLD STEEL DYNAMICS INC $1.62万0.01%90 54150.0% $9,720 加仓
SYY SYSCO CORP $1.58万0.01%222 188.8% $1,284 加仓
CTA SIMPLIFY EXCHANGE TRADED FUN $1.57万0.01%521 -5-1.0% -$151 重新持有
ALSN ALLISON TRANSMISSION HLDGS I $1.56万0.01%133 00.0% — 不变
APH AMPHENOL CORP $1.56万0.01%123 71136.5% $8,977 加仓
— AIM ETF PRODUCTS TRUST $1.55万0.01%493 493— $1.55万 新建仓
QSPT FIRST TR EXCHNG TRADED FD VI $1.53万0.01%500 00.0% — 不变
PHM PULTE GROUP INC $1.53万0.01%130 -3-2.3% -$353 减仓
CERY SPDR SERIES TRUST $1.53万0.01%433 4311.0% $1,515 加仓
LEN LENNAR CORP $1.51万0.01%174 174— $1.51万 新建仓
BABA ALIBABA GROUP HLDG LTD $1.51万0.01%120 00.0% — 不变
GILD GILEAD SCIENCES INC $1.50万0.01%108 -4-3.6% -$557 减仓
EFA ISHARES TR $1.50万0.01%154 -3-1.9% -$291 减仓
MRSH MARSH & MCLENNAN COS INC $1.46万0.01%84 3986.7% $6,765 加仓
TSCO TRACTOR SUPPLY CO $1.45万0.01%320 00.0% — 不变
CCI CROWN CASTLE INC $1.43万0.01%175 -4-2.2% -$326 减仓
— TIDAL TRUST I $1.42万0.01%534 00.0% — 不变
XLV SELECT SECTOR SPDR TR $1.41万0.01%96 00.0% — 不变
CM CANADIAN IMPERIAL BANK OF CO $1.39万0.01%147 00.0% — 不变
LHX L3HARRIS TECHNOLOGIES INC $1.38万0.01%40 -1-2.4% -$345 减仓
DIS DISNEY WALT CO $1.36万0.01%141 64.4% $580 加仓